JFG
ARES icon

JDM Financial Group’s Ares Management ARES Stock Holding History

JDM Financial Group’s Portfolio ARES Stock Details ARES Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-6
Closed -$1.06K – 304
2024
Q4 		$1.06K Hold
6
– – ﹤0.01% 290
2024
Q3 		$935 Buy
+6
New +$871 ﹤0.01% 330

Other funds holding ARES

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
SMFG
Sumitomo Mitsui Financial Group Tokyo, Japan $4.94B AUM 1.39% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

JDM Financial Group's ARES Position: Q1 2025 in Review

JDM Financial Group sold out of Ares Management (ARES) in Q1 2025, closing a stake of 6 shares — an estimated $1.06K sold.

JDM Financial Group first reported a position in ARES in Q3 2024 and held it in 2 quarters. The position peaked at $1.06K in Q4 2024. 738 funds tracked by Wall St. Rank hold ARES as of Q1 2025.

  • JDM Financial Group reported no remaining Ares Management position as of Q1 2025 after selling out during the quarter.
  • JDM Financial Group sold 6 Ares Management shares in Q1 2025, an estimated $1.06K.
  • JDM Financial Group first reported a position in Ares Management in Q3 2024 and held it in 2 quarters.
  • JDM Financial Group's Ares Management position peaked at $1.06K in Q4 2024.
  • 738 funds tracked by Wall St. Rank held Ares Management as of Q1 2025.

Based on JDM Financial Group's 13F filing for Q1 2025, filed 15 May 2025.